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How to connect Atera and Apollo
Create a New Scenario to Connect Atera and Apollo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or Apollo will be your first step. To do this, click "Choose an app," find Atera or Apollo, and select the appropriate trigger to start the scenario.
Add the Atera Node
Select the Atera node from the app selection panel on the right.
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Add the Apollo Node
Next, click the plus (+) icon on the Atera node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Atera and Apollo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Atera and Apollo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Atera, Apollo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Atera and Apollo integration works as expected. Depending on your setup, data should flow between Atera and Apollo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Atera and Apollo
Apollo + Atera + Slack: When a new contact is created in Apollo, the automation searches for matching open tickets in Atera using contact information. If a match is found, a message is sent to a designated Slack channel alerting the team.
Apollo + Atera + Google Sheets: This flow logs Apollo contact engagement data alongside Atera support ticket status in a Google Sheet. It monitors for new contacts in Apollo and ticket updates in Atera, appending or updating the corresponding rows in the Google Sheet for comprehensive reporting.
Atera and Apollo integration alternatives
About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Atera and Apollo
How can I connect my Atera account to Apollo using Latenode?
To connect your Atera account to Apollo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contact updates from Apollo to Atera?
Yes, you can! Latenode’s visual editor makes it simple to sync contact data, ensuring your Atera database always reflects the latest Apollo information for better customer insights.
What types of tasks can I perform by integrating Atera with Apollo?
Integrating Atera with Apollo allows you to perform various tasks, including:
- Create Atera tickets from new Apollo contact outreach.
- Update contact information in Atera when a lead progresses in Apollo.
- Trigger Apollo outreach sequences when new tickets are created in Atera.
- Synchronize customer notes between Atera and Apollo.
- Automatically resolve Atera tickets upon successful Apollo deal closure.
How do I handle errors when integrating Atera with Apollo on Latenode?
Latenode provides detailed error logs and visual debugging tools, allowing you to quickly identify and resolve integration issues between Atera and Apollo.
Are there any limitations to the Atera and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom scripting.
- Complex data transformations might necessitate JavaScript code blocks.
- Rate limits of Atera and Apollo APIs can impact high-volume workflows.
